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Coca-Cola
KO

Overview Fund Activity

1,647 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 536 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+67
Holders Change %
+4.24%
% of All Funds
43.96%
Holding in Top 10
118
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.15%
New
166
Increased
536
Reduced
745
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74B
2
State Street
State Street
Massachusetts
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
AIG
American International Group
New York
+$285M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$202M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$914M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
3
Northern Trust
Northern Trust
Illinois
-$593M
4
BTS
BB&T Securities
Virginia
-$364M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$80.8M -$1.77M -41,876 -2%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$80.3M -$4.17M -98,724 -5%
DnB Asset Management
153
DnB Asset Management
Norway
$80.3M -$23.3M -552,356 -23%
Franklin Resources
154
Franklin Resources
California
$77M -$19.2M -455,618 -20%
FMI
155
Factory Mutual Insurance
Massachusetts
$76.8M -$7.6M -180,000 -9%
ASRS
156
Arizona State Retirement System
Arizona
$74.8M +$1.41M +33,400 +2%
ERSOT
157
Employees Retirement System of Texas
Texas
$72.2M -$3.33M -78,800 -4%
SOMRS
158
State of Michigan Retirement System
Michigan
$72M -$7.71M -182,590 -10%
NFA
159
Nationwide Fund Advisors
Ohio
$68.4M -$9.37M -221,927 -12%
ZIC
160
ZWJ Investment Counsel
Georgia
$67.9M -$261K -6,184 -0.4%
BCIM
161
British Columbia Investment Management
British Columbia, Canada
$67.6M -$6.92M -164,011 -9%
EAM
162
Edge Asset Management
Washington
$66.6M +$535K +12,673 +0.8%
CA
163
Commerzbank Aktiengesellschaft
Germany
$65.8M -$30.2M -715,933 -31%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$65.1M -$18M -425,663 -22%
SC
165
Stralem & Co
New York
$64.9M -$12.2M -287,864 -16%
Korea Investment Corp
166
Korea Investment Corp
South Korea
$64M -$10.6M -250,400 -14%
MSA
167
Mason Street Advisors
Wisconsin
$63.4M -$3.6M -85,323 -5%
TPSF
168
Texas Permanent School Fund
Texas
$63.3M -$1.44M -34,063 -2%
TSU
169
TD Securities (USA)
New York
$63.2M +$4.91M +116,213 +8%
Fidelity International
170
Fidelity International
Bermuda
$61.6M -$8.12M -192,250 -12%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$60M -$891K -21,101 -1%
MP
172
Manikay Partners
New York
$59.1M – – –
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
$58.1M +$14.2M +336,588 +32%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$57.4M +$10.8M +255,956 +23%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.3M -$5.07M -120,200 -8%
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